Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,059 | $68,398-3.4% | $94,664-30.2% | $75,173-12.1% |
| Participation rate | 67.9% | 76.1%-8.2pp | 80.8%-12.9pp | 67.2%+0.7pp |
| Annual return | 24.84% | 616.72%-591.9pp | 156.84%-132.0pp | 160.72%-135.9pp |
| Employer contribution / active EE | $1,954 | $2,701-27.7% | $3,673-46.8% | $2,671-26.9% |
| Participant deferral / active EE | $5,579 | $6,537-14.6% | $7,417-24.8% | $4,126+35.2% |
| Admin fee / account holder | $7,821 | $5,324+46.9% | $7,222+8.3% | $5,651+38.4% |